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Advisors now have access to cost-effective Individual Pension Plans Program offers simplified administration and lower set-up fees Toronto – April 16, 2009: Carrying dealer MRS and actuarial firm Gordon B. Lang and Associates Inc. (GBL) have teamed up to provide an innovative solution to serve advisors that have business owner clients. Total IPP offers a one-stop shop for advisors looking for ways to get their clients into an Individual Pension Plan without burdensome administration and at cost-effective rates. “We are providing a seamless integrated approach to individual pension plans that will save advisors and their clients’ time and money,” said Andrew Dalglish, CEO, MRS. “The high quality and service-oriented approach of the Total IPP product helps cut out the red tape, allowing advisors more time to focus on their clients.” Individual Pension Plans (IPPs) are a type of registered Defined Benefit Pension Plan that offers more tax shelter room than a traditional RRSP. Along with pre-planned retirement income, it allows for diversification of capital and creditor protection. IPPs are best suited to self-employed individuals who have incorporated a company or professionals that are employed by a corporate entity and who earn an income of at least $100,000 per year. A consultation with a qualified advisor will determine whether Total IPP is appropriate. With GBL’s substantial experience, advisors can be assured that each Total IPP account is quality controlled to be fully compliant with legal, financial, pension and CRA standards. “The Total IPP offered through MRS is truly an integrated solution for advisors,” says Trevor Parry of GBL & Associates. “It provides advisors with a one-stop shop, centralized expertise and best practices. In addition, this new product offering will assist advisors in attracting high-net worth clients.” This product is exclusively offered to advisors who use the MRS platform of investment services. MRS and GBL are hosting an eConference for advisors on Thursday, April 23rd at 11:30 am ET to highlight the Total IPP program. To register for this event, visit www.mrs.com/eConferences to register online. For more information visit www.mrs.com/TotalIPP. Gordon B. Lang & Associates Inc.: is a full-service actuarial and consulting firm specializing in providing small and medium-sized corporations with benefits that respond to the needs of their employees. They manage over 1,000 IPPs across the country. MRS: is a services organization with a particular focus on serving distributors of mutual funds across Canada since 1981. MRS serves over 160 dealers and 12,000 advisors in IIROC, MFDA and AMF regulatory structures and has over 300,000 accounts and $17 billion in assets on its platform as of March 31, 2009. MRS includes M.R.S. Inc. (an MFDA member), M.R.S. Securities Services Inc. (an IIROC member, Member CIPF), and M.R.S. Correspondent Corporation (an AMF dealer operating in Quebec). MRS is a subsidiary of Mackenzie Investments, a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with over $98 billion in total assets under management as of March 31, 2009. For more information, contact: Trish Tervit Environics Communications 416-969-2809 ttervit@environicspr.com
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